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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,488 | $155,555-74.0% | $146,866-72.4% | $155,188-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.89% | 115.41%-93.5pp | 102.85%-81.0pp | 148.84%-126.9pp |
| Employer contribution / active EE | $887 | $4,647-80.9% | $4,425-80.0% | $4,248-79.1% |
| Participant deferral / active EE | $5,053 | $8,044-37.2% | $7,759-34.9% | $6,531-22.6% |
| Admin fee / account holder | $49 | $14,755-99.7% | $13,620-99.6% | $14,480-99.7% |